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Passthrough Tax Principal
Passthrough Tax PrincipalFrazier & Deeter • Charlotte, NC, US
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Passthrough Tax Principal

Passthrough Tax Principal

Frazier & Deeter • Charlotte, NC, US
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Passthrough Tax Principal

Join Frazier & Deeter and be a part of a rapidly growing top 50 accounting & advisory firm that has been repeatedly named a best firm to work for, a best firm for women and a pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on investing in relationships to make a difference and a firmwide focus on inclusion, we help each other grow in every aspect of life.

Job Summary :

A Tax Principal works closely with partners, as well as staff and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become an integral part of the firm and serve as a leader in the office.

Our professionals have one goal in mind when working with clients to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.

Duties / Responsibilities :

  • Manage and conduct high level review of complex tax returns for our individual clients, business returns and trust returns
  • Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities
  • Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
  • Develop and maintain strong client relationships by providing exceptional service and understanding their business needs
  • Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
  • Monitor engagement profitability through managing budgets, billing, and client expectations effectively
  • Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients

Education and Experience :

  • A Bachelor's degree and / or Master's degree in Accounting
  • Active CPA license
  • 10+ years of Passthrough Tax experience in public accounting
  • Drive business development by identifying opportunities to expand relationships with passthrough clients and attract new clients to the firm
  • Tax Compliance and Consulting, specifically with passthrough entities
  • Strong background in preparing and reviewing partnership and S corporation tax returns (e.g., Form 1065 and Form 1120S)
  • Experience with multi-state tax filings and nexus considerations
  • Proven expertise in overseeing complex client engagements and delivering high-quality client service
  • Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
  • Ability to develop tax planning strategies for clients
  • Experience supervising, training, developing, and reviewing the work of staff and senior associates
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    Principal • Charlotte, NC, US

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